RAFFA WEALTH MANAGEMENT, LLC

Q3 2020 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2020
Date filed
7/27/2026
Form type
13F-HR
Num holdings
893
Total value ($000)
$266,431
Net value change ($000)
+4,108 (1.6%)
New positions
29
Sold out positions
22
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VWO 2,149 12.3%
VEA 1,757 4.1%
VTI 1,529 14.2%
IWB 1,236 9.0%
VIG 492 19.3%
USMV 339 5.1%
AAPL 311 17.8%
VEU 247 9.9%
SPY 211 8.7%
MDY 200 4.4%
Top Reduces (Value $000, Stocks/ETFs)
BND -6,259 -5.4%
VSS -288 -100.0%
VNQ -222 -34.4%
XCUR -59 -28.2%
LMBS -40 -36.0%
EGBN -39 -18.3%
EWU -39 -100.0%
CSCO -30 -14.4%
CVX -24 -21.8%
EXXONMOBIL HOLDINGS CORP COM SHS -23 -41.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type